Filed September 25, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,886 | $58,828+267.0% | $77,999+176.8% | $62,891+243.3% |
| Participation rate | 87.2% | 71.1%+16.1pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | 11.47% | 17.16%-5.7pp | 425.96%-414.5pp | 20.14%-8.7pp |
| Employer contribution / active EE | $920 | $1,672-45.0% | $2,470-62.8% | $2,281-59.7% |
| Participant deferral / active EE | $4,406 | $2,686+64.1% | $3,497+26.0% | $3,203+37.6% |
| Admin fee / account holder | $5,077 | $4,393+15.6% | $5,480-7.4% | $4,296+18.2% |